Long-term investor
Kelleher Financial Advisors @kelleherfinancialadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001507971).
Record
- Tracked since 2025-06-30 (448 days), 240 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months n/a · 1 year +12.6% · all +12.6%
- Max drawdown n/a · win rate 18% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 6.5% · long · since 2025-06-30
- 02079K107 · 4.7% · long · since 2025-06-30
- AAPL · 4.6% · long · since 2025-06-30
- 084670108 · 4.2% · long · since 2025-06-30
- 46137V357 · 4.0% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- 084670702 · 2.0% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- 024071821 · 1.7% · long · since 2025-09-30
- 922908744 · 1.6% · long · since 2025-06-30
- 25434V500 · 1.6% · long · since 2025-06-30